IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$12.4M
3
+$6.97M
4
AAPL icon
Apple
AAPL
+$6.88M
5
AMZN icon
Amazon
AMZN
+$6.65M

Top Sells

1
+$12.9M
2
+$6.11M
3
+$4.44M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.25M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$3.47M

Sector Composition

1 Technology 10.91%
2 Financials 4.72%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4301
$42 ﹤0.01%
+6
4302
$42 ﹤0.01%
+4
4303
$42 ﹤0.01%
+9
4304
$42 ﹤0.01%
+2
4305
– –
0
4306
– –
0
4307
$42 ﹤0.01%
+25
4308
– –
0
4309
$42 ﹤0.01%
+1
4310
– –
0
4311
$41 ﹤0.01%
+1
4312
– –
0
4313
$41 ﹤0.01%
23
4314
$40 ﹤0.01%
+5
4315
$40 ﹤0.01%
+4
4316
$40 ﹤0.01%
+1
4317
– –
0
4318
$40 ﹤0.01%
+2
4319
– –
-800
4320
$39 ﹤0.01%
+6
4321
$39 ﹤0.01%
+2
4322
– –
0
4323
– –
0
4324
$38 ﹤0.01%
+4
4325
$38 ﹤0.01%
+6
171 172
173
174 175